Can I integrate the CRT with a family trust for multi-generational benefits?
The question of integrating a Charitable Remainder Trust (CRT) with a family trust is a sophisticated estate planning strategy gaining …
Point Loma Estate Planning Law
Can I Include Visual Scheduling Tools as Allowable Trust Expenses?
Navigating the financial aspects of a trust can be intricate, and a common question arises regarding the permissibility of certain …
Can I include trustee compensation in the trust terms?
The question of whether you can include trustee compensation in the trust terms is a common one for those establishing …
Can I include transition-out planning when the beneficiary reaches retirement age?
The question of incorporating transition-out planning for trust beneficiaries as they approach retirement age is not just pertinent; it’s a …
Can I include sunset provisions that phase out the trust over time?
The concept of “sunset provisions” within a trust, specifically a phased distribution of assets over time, is a common and …
Can I include rules that prioritize liquidity before capital appreciation?
The question of prioritizing liquidity versus capital appreciation within a trust is a crucial one, often debated amongst beneficiaries and …